Respective Webhooks needs to be created in the Zoho-CRM to ensure the functioning of Speed to Dial:
We will look into one by one webhooks in detail.
Setup webhooks in Zoho CRM
Step 1: Log in to your Zoho CRM account and click the Settings icon in the top-right corner.
Step 2: Go to Automation > Workflow Rules.
Step 3: On the Workflow Rules page, click the Create Rule button.
Create a Webhook with Workflow Rules
NOTE: Make sure Contact/Lead ID is added to be passed in the webhook for all the cases.
1. Add Contact Webhook
Step 1: In the ‘Create New Rule’ pop-up, fill in the required details (as shown below) and click Next.
Step 2: Set the workflow details as shown in the provided image (or instructions).
Step 3: Click on Webhook to open the webhook setup dialog, then click on New Webhook. (If you’ve already created it, you can select that also). By default clicking on webhook will open create a new webhook page only as there is no other webhook available in the account.
Webhook Configuration:
Fill in the following details in the webhook form:
- Name: Add Contact
- Description: Add Contact Webhook
- Method: POST
- URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/addcontact`
> Replace `[Your-Owner-ID]` with the CallHippo owner ID, which you can find by navigating to Users in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
- Authorization Type: General
- Body Section
- Type: Form-Data
- Module Parameters
Step 4: Once the form is completed, click Save and Associate.
You will be redirected back to the Workflow Rule page. Here, click Save again to complete the setup.
2. Update Contact Webhook
Step 1: In the ‘Create New Rule’ pop-up, fill in the required details (as shown below) and click Next.
Step 2: Set the workflow details as provided in the image (or instructions).
Step 3: Click on Webhook, which will open a popup asking you to create a new webhook. Click on New Webhook.
Webhook Configuration:
Fill in the following details in the webhook form:
- Name: Update Contact
- Description: Update Contact Webhook
- Method: POST
- URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/updatecontact`
> Replace "5eabbffc91eeda5ed9833d68" with your CallHippo owner ID, which you can find by navigating to Users in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
- Authorization Type: General
- Body Section:
- Type: Form-Data
- Module Parameters:
Step 4:
Once the form is filled out, click Save and Associate.
You will be redirected back to the Workflow Rule page. Here, click Save again to complete the setup.
3. Add Lead Webhook
Step 1: In the Create New Rule pop-up, fill in the required details (as shown below) and click Next.
- Module: Leads
- Rule Name: Add Lead
- Description: Called when a lead is created
Step 2: Under the When segment, select On a Record Action, choose the Create action, and click Next.
Step 3: In the Condition 1 segment, select All Leads and click Next.
Step 4: In the Instant Action dropdown, select Webhooks. A new pop-up will appear. Click the New Webhook button.
Webhook Configuration:
In the Call Webhook pop-up, provide the following details:
- Name: Add Lead
- Description: Add Lead Webhook
- Method: POST
- URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/addlead`
> Replace "5eabbffc91eeda5ed9833d68" with your CallHippo owner ID, which you can find by navigating to Users in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
- Authorization Type: General
- Body Section:
- Type: Form-Data
- Module Parameters:
URL Parameters: Provide the following URL parameters:
> Note: The Custom Phone field will be synced for newly updated leads after integration is enabled. If you wish to sync the custom phone field for existing leads, contact the CallHippo support team.
Step 5: Click Save and Associate to complete the setup.
4. Update Lead Webhook
Step 1: In the Create New Rule pop-up, fill in the required details (as shown below) and click Next.
- Module: Leads
- Rule Name: Update Lead
- Description: Called when a lead is updated
Step 2: Under the When segment, select On a Record Action, choose the Edit action, and click Next.
Step 3: In the Condition 1 segment, select All Leads and click Next.
Step 4: In the Instant Action dropdown, select Webhooks. A new pop-up will appear. Click the New Webhook button.
Webhook Configuration:
In the Call Webhook pop-up, provide the following details:
- Name: Update Lead
- Description: Update Lead Webhook
- Method: POST
- URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/updatelead`
> Replace "5eabbffc91eeda5ed9833d68" with your CallHippo owner ID, which you can find by navigating to Users in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
- Authorization Type: General
- Body Section:
- Type: Form-Data
- Module Parameters:
URL Parameters: Provide the following URL parameters:
> Note: The Custom Phone field will be synced for newly updated leads after integration is enabled. If you wish to sync the custom phone field for existing leads, contact the CallHippo support team.
Step 5: Click Save and Associate to complete the setup.